Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GILPX (GUGGENHEIM LIMITED DURATION FUND P) | 0.55% | 3.92% | 5.44% | 2.78% | 2.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GILPX (GUGGENHEIM LIMITED DURATION FUND P) | 05/04/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.92 | 5.44 | 2.78 | 2.92 | NA | NA | … | … | 0.55 | 5.72 | 5.69 | 7.02 | -4.51 | 0.03 | 6.42 | 2.12 | 1.29 | 2.87 | 3.80 | 0.18 |
| Sharpe Ratio | NA | 0.98 | 1.16 | 0.12 | 0.70 | NA | NA | … | … | -0.63 | 1.52 | 1.05 | 1.25 | -2.27 | 0.01 | 2.69 | 0.32 | -0.14 | 3.01 | 3.34 | 0.24 |
| Standard Deviation(%) | NA | 1.85 | 2.05 | 2.18 | 1.88 | NA | NA | … | … | 1.86 | 1.87 | 1.98 | 2.71 | 2.63 | 0.97 | 2.29 | 2.04 | 0.65 | 0.74 | 1.07 | 0.94 |
| Draw Down(%) | NA | 1.17 | 1.17 | 7.73 | 7.73 | NA | NA | … | … | 1.17 | 0.85 | 0.89 | 1.13 | 7.18 | 0.92 | 4.51 | 1.25 | 0.20 | 0.20 | 0.99 | 0.52 |
| Yield(%) | 0.00 | 3.94 | 4.25 | 3.33 | 2.85 | 2.07 | 1.55 | … | … | 1.39 | 4.25 | 4.21 | 4.17 | 2.25 | 1.79 | 2.26 | 2.27 | 1.93 | 2.36 | 2.85 | 1.87 |
Data as of 06/04/2026, Common starting date is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILPX (GUGGENHEIM LIMITED DURATION FUND P) |
-0.20%
Oct 2019 – Oct 2022 |
0.62%
Oct 2017 – Oct 2022 |
2.70%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILPX (GUGGENHEIM LIMITED DURATION FUND P) |
6.61%
Oct 2022 – Oct 2025 |
3.40%
Feb 2016 – Feb 2021 |
3.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart